How to request a lawyer

Some situations are more complex than a guided tool can fully address. If you have a blended family, a business, significant assets, or a medical condition that may affect your planning, speaking with an estate planning attorney can give you added confidence.

We can connect you with a lawyer for free. You only pay if you decide to hire them.

How to Request a Referral

1. Open the Chat screen in the app.

2. Type and send "I want a lawyer" in the chat.

3. A card will appear. Tap Explore Legal Help.

4. If you have not verified your email yet, you will be prompted to do so. Once verified, your request will be submitted. We will reach out by email once we have found a suitable lawyer for you.

A Few Things Worth Knowing

Getting a referral is a way to explore your options, not a commitment to hire.

• You can keep using HeirLight to build your plan at your own pace, whether you choose to work with the lawyer or not.
• This referral service is free. You will only pay the lawyer's fees if you decide they are the right fit for you.